Benchmark Financial Wealth Advisors, LLC Portfolio Holdings

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025

Benchmark Financial Wealth Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $300 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.9M, Schwab Strategic Tr Intl Eqty with a value of $27.7M, Vanguard Total Stock Market Et with a value of $27.7M, Ishares Core S&P Total U.S. St with a value of $17.4M, and Doubleline ETF Tr Opportunisti with a value of $17M.

Examining the 13F form we can see an increase of $36.6M in the current position value, from $264M to 300M.

Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $300 Million
ETFs: $240 Million
Technology: $26.4 Million
Financial Services: $8.71 Million
Consumer Cyclical: $7.37 Million
Communication Services: $6.64 Million
Consumer Defensive: $3.8 Million
Healthcare: $3.75 Million
Industrials: $1.45 Million
Other: $451,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.9 Million 10.95% of portfolio
53,228
Q2 2025 Reduced 9.11%
$0
$27.7 Million 9.22% of portfolio
1,252,546
Q2 2025 Added 4.9%
$0
$27.7 Million 9.22% of portfolio
91,117
Q2 2025 Reduced 2.07%
$0
$17.4 Million 5.78% of portfolio
128,620
Q2 2025 Reduced 1.82%
$0
$17 Million 5.66% of portfolio
367,708
Q2 2025 Added 8.04%
$0
$12.7 Million 4.24% of portfolio
231,085
Q2 2025 Added 3.54%
$0
$10.4 Million 3.46% of portfolio
42,179
Q2 2025 Reduced 8.4%
$456B
$8.71 Million 2.9% of portfolio
55,113
Q2 2025 Added 0.01%
$0
$8.16 Million 2.72% of portfolio
155,755
Q2 2025 Added 0.52%
$0
$8.13 Million 2.71% of portfolio
74,405
Q2 2025 Added 1.82%
$0
$7.77 Million 2.59% of portfolio
13,672
Q2 2025 Added 511.18%
$0
$6.87 Million 2.29% of portfolio
259,351
Q2 2025 Reduced 4.51%
$3.69T
$5.76 Million 1.92% of portfolio
28,060
Q2 2025 Reduced 1.56%
$0
$5.52 Million 1.84% of portfolio
30,363
Q2 2025 Reduced 0.01%
$3.95T
$5.2 Million 1.73% of portfolio
10,450
Q2 2025 Reduced 4.38%
$0
$4.94 Million 1.65% of portfolio
17,651
Q2 2025 Reduced 2.22%
$0
$4.65 Million 1.55% of portfolio
21,547
Q2 2025 Added 1.93%
$0
$4.38 Million 1.46% of portfolio
7,048
Q2 2025 Reduced 13.12%
$0
$4.26 Million 1.42% of portfolio
82,965
Q2 2025 Added 11.7%
$2.26T
$4.1 Million 1.37% of portfolio
18,699
Q2 2025 Reduced 0.81%
$0
$3.87 Million 1.29% of portfolio
6,829
Q2 2025 Reduced 9.12%
$0
$3.56 Million 1.18% of portfolio
57,321
Q2 2025 Added 0.58%
$0
$3.5 Million 1.17% of portfolio
52,065
Q2 2025 Added 0.29%
$0
$3.1 Million 1.03% of portfolio
95,360
Q2 2025 Added 8.67%
$0
$2.87 Million 0.96% of portfolio
51,472
Q2 2025 New
$0
$2.72 Million 0.9% of portfolio
4,926
Q2 2025 Added 200.55%
$1.78T
$2.7 Million 0.9% of portfolio
3,663
Q2 2025 Added 1.1%
$1.21T
$2.22 Million 0.74% of portfolio
12,593
Q2 2025 Added 0.25%
$127B
$1.75 Million 0.58% of portfolio
6,359
Q2 2025 Reduced 6.32%
$0
$1.57 Million 0.52% of portfolio
3,688
Q2 2025 Reduced 3.73%
$859B
$1.48 Million 0.49% of portfolio
5,115
Q2 2025 Added 23.61%
$0
$1.48 Million 0.49% of portfolio
37,523
Q2 2025 Added 30.83%
$0
$1.29 Million 0.43% of portfolio
22,683
Q2 2025 Added 10.59%
$0
$1.28 Million 0.43% of portfolio
8,503
Q2 2025 Added 0.08%
$0
$1.25 Million 0.41% of portfolio
21,910
Q2 2025 Reduced 9.04%
$0
$1.24 Million 0.41% of portfolio
12,518
Q2 2025 Reduced 0.46%
$123B
$1.14 Million 0.38% of portfolio
7,607
Q2 2025 Added 0.61%
$551B
$1.14 Million 0.38% of portfolio
3,199
Q2 2025 Added 2.99%
$99B
$1.13 Million 0.38% of portfolio
24,500
Q2 2025 Added 8.57%
$0
$1.12 Million 0.37% of portfolio
3,296
Q2 2025 Added 111.55%
$0
$1.03 Million 0.34% of portfolio
4,071
Q2 2025 Added 0.32%
$621B
$1.04 Million 0.34% of portfolio
2,131
Q2 2025 Added 10.64%
$381B
$1.01 Million 0.34% of portfolio
21,440
Q2 2025 Added 11.23%
$0
$953,000 0.32% of portfolio
9,467
Q2 2025 New
$439B
$929,000 0.31% of portfolio
939
Q2 2025 Added 2.4%
$118B
$907,000 0.3% of portfolio
15,473
Q2 2025 Added 4.2%
$0
$742,000 0.25% of portfolio
3,822
Q2 2025 Reduced 1.27%
$302B
$707,000 0.24% of portfolio
8,831
Q2 2025 Added 17.56%
$281B
$735,000 0.24% of portfolio
7,524
Q2 2025 Added 3.78%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $300 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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